Prior information notice
This notice is for prior information only
Section I: Contracting
authority
I.1) Name and addresses
NHS Highland
Assynt House, Beechwood Park
Inverness
IV2 3BW
UK
Telephone: +44 7929069647
E-mail: nhsh.tenders@nhs.scot
NUTS: UKM6
Internet address(es)
Main address: http://www.nhshighland.scot.nhs.uk
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00302
I.1) Name and addresses
NHS Orkney
The Balfour, New Foreland Road
Kirkwall
KW15 1NZ
UK
Telephone: +44 1856888226
E-mail: ork-hb.feedback@nhs.net
NUTS: UKM65
Internet address(es)
Main address: http://www.ohb.scot.nhs.uk
Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00368
I.2) Joint procurement
The contract involves joint procurement
I.3) Communication
Additional information can be obtained from the abovementioned address
I.4) Type of the contracting authority
Ministry or any other national or federal authority, including their regional or local subdivisions
I.5) Main activity
Health
Section II: Object
II.1) Scope of the procurement
II.1.1) Title
HH052-23-HB Investment Manager/Advisor Services – Endowment Fund
Reference number: HH052-23-HB
II.1.2) Main CPV code
66120000
II.1.3) Type of contract
Services
II.1.4) Short description
Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.
II.1.5) Estimated total value
Value excluding VAT:
188 000.00
GBP
II.1.6) Information about lots
This contract is divided into lots:
No
II.2) Description
II.2.2) Additional CPV code(s)
66120000
II.2.3) Place of performance
NUTS code:
UKM6
II.2.4) Description of the procurement
It is anticipated that the scope of the services covered under the contract will include,
- The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney.
- The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives.
- The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios.
- It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard.
- The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.
II.2.14) Additional information
Please note, the information contained within this Prior Information Notice (PIN) is subject to change.
II.3) Estimated date of publication of contract notice:
13/11/2023
Section IV: Procedure
IV.1) Description
IV.1.8) Information about Government Procurement Agreement (GPA)
The procurement is covered by the Government Procurement Agreement:
Yes
Section VI: Complementary information
VI.3) Additional information
NHS Highland and NHS Orkney are undertaking a market scoping exercise to explore if there are enough potential providers with sufficient capacity to meet the requirements set out it in this notice. If you are suitably experienced and competent in meeting the requirements, then please note your interest. In doing this it will help with determining the Health Board's route to market for their requirements.
NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=745288.
(SC Ref:745288)
VI.5) Date of dispatch of this notice
25/09/2023